IFA Administrator
Warwick Based
Hybrid Working (2 Days WFH)
Up to £35,000 DOE
23 Days Holiday + Bank Holidays (increasing with service)
Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services
Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you.
My client believes financial planning is about more than just advice it s about creating a roadmap for a life well-lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with.
Responsibilities
* Obtaining and compiling provider information and client-specific illustrations
* Running risk profiling via FE Analytics and assisting with research
* Processing and tracking new business submissions across investments, pensions, protection, and mortgages
* Communicating with clients, updating them on progress, and providing exceptional service
* Preparing valuation reports, performance documentation, and review checklists
* Managing fund switches, ensuring compliance with MIFID II requirements
* Completing withdrawal instructions and maintaining accurate client records
* Supporting and mentoring colleagues where required
Required Experience
* Minimum 5 years IFA administration experience
* Excellent communication skills with a client-focused approach
* Strong product knowledge and compliance awareness
* Highly organised with exceptional attention to detail
* Team-oriented, proactive, and adaptable
Apply now for this exciting IFA Administrator role!
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